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  1. Extend
  2. Getting started

Getting started

Getting started

  • Introduction
  • Navigating Extend
  • How do I sign up with Extend?
  • How do I register an Account (plastic card) with Extend?

Organizations & Roles

  • Manage Your Org Settings
  • Create your Organization
  • Invite your team
  • Assign Roles

Virtual cards & budgets

  • How do I create a virtual card?
  • What are the different types of budgets?
  • What is Exact Pay?
  • How do I add my virtual card to my mobile wallet?
  • How do I create or update a budget?
  • What are the different virtual card types?
  • See all 9 articles

Expense Management

  • Assigning an Approver
  • Approving an Out-of-Pocket Expense Report
  • Submitting an Out-of-Pocket Expense Report
  • Attaching Receipts and Adding Notes
  • Creating and Updating Receipt Rules
  • Sending Receipt Reminders

For card recipients

  • How do I pay with my virtual card?
  • How do I request a virtual card?
  • Request an update to your virtual card

Reporting

  • Creating and Managing Expense Categories
  • How Can I Download My Transactions?
  • How Can I Filter My Transactions?
  • How To Reconcile Your Bank Statement
  • Integrate with Quickbooks
  • Integrate with Expensify
  • See all 7 articles

Profile, preferences, & people

  • Manage notification settings
  • Reset your password
  • Update billing information
  • Disconnect your account from Extend
  • Delete your Extend account
  • Manage contacts

FAQs

  • How do I register my American Express Card with Extend?
  • General support questions
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